Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,625 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
2,206
shares
|
$351,746
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
2,204
shares
|
$351,427
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
2,203
shares
|
$351,268
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Groesbeck Investment Management Corp
|
Oct 23, 2025 Q3 2025 |
2,200
shares
|
$350,790
0.68% of portfolio
|
Q4 2023
New holding
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
2,197
shares
|
$350,311
0.11% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,197
shares
|
$350,311
0.06% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,196
shares
|
$350,152
0.15% of portfolio
|
Q2 2023
Reduced 6.55%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
2,196
shares
|
$350,152
0.05% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
2,193
shares
|
$349,673
0.21% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,189
shares
|
$349,036
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,184
shares
|
$348,238
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,183
shares
|
$348,079
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
2,183
shares
|
$348,079
0.02% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
2,182
shares
|
$347,919
0.1% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,175
shares
|
$346,803
0.01% of portfolio
|
Q3 2025
Reduced 97.1%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
2,168
shares
|
$345,687
0.16% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,167
shares
|
$345,528
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
2,167
shares
|
$345,528
0.24% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,165
shares
|
$345,209
0.06% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
2,161
shares
|
$344,571
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
2,157
shares
|
$343,933
0.03% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,153
shares
|
$343,295
0.04% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
2,150
shares
|
$342,817
0.29% of portfolio
|
Q3 2025
Reduced 57.84%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
2,148
shares
|
$342,498
0.02% of portfolio
|
Q3 2025
Reduced 74.81%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
2,146
shares
|
$342,179
0.26% of portfolio
|
Q3 2025
Added 0.37%
|
|